Communications

Charter Hall encourages shareholders to make the switch to paperless communications. If you haven’t already, please opt for paperless communications through our share registry’s website at  Investor Centre. You will need your portfolio log in details, your Shareholder Reference Number (SRN) or your Holder Identification Number (HIN) and select the Communications tab at the top of the page.

Through the registry, shareholders can elect how they wish to receive documents (including annual reports, notices of meeting and proxy/voting forms) by:

• Making a standing election to receive documents in physical or electronic form;
• Making a one-off request to receive a document in physical or electronic form; or
• Electing to receive the annual report in electronic form only.

If at any time you require an additional physical or electronic copy of a document, or you need more information about the options available to you, please contact MUFG Corporate Markets - A division of MUFG Pension & Market Services via  email.

Tax Information

Information you may need to complete your tax return including how to access your annual tax statement, distribution breakdown, apportionment ratios and MIT notices for non-residents and custodians

Annual Tax Statements

Charter Hall Retail REIT’s year end for tax purposes is 30 June, at which time the components of the distribution are determined. The total annual distribution and tax components are advised in the Annual Tax Statement, mailed to you at the end of August each year. This will include the information you require to maintain your taxation records.

Should you need a replacement copy of your Annual Tax Statement you can download this online by using the  Investor Login facility. You will need to login using your SRN/HIN, surname and postcode.

Distribution Breakdown

Distribution breakdown for Australian resident unitholders.

See Distributions for a breakdown of the distributions, tax components and DRP issue prices.

Notices for custodian and other intermediary investors

Tax File Number

You are not required by law to provide us with your Tax File Number (TFN), Australian Business Number (ABN) or Exemption. However, if you do not provide your TFN, ABN or Exemption, then withholding tax at the highest marginal rate may be deducted from your distributions.

If you wish to provide your TFN, ABN or Exemption please use the Investor Login facility to download the TFN/ABN form to complete.

Taxation Guide

We have produced a taxation guide to assist investors in completing their income tax return. The guide provides general information only and should not be relied on, and does not constitute taxation advice.

View taxation guide

Analyst Information

To give a representation of sell-side analysts that monitor Charter Hall Group. If you’re an analyst, your comments on what you would like to see in this section are very welcome.

Analyst Coverage

Many major stockbroking companies regularly monitor Charter Hall Retail REIT’s performance, attend our briefings and maintain regular contact with senior management.

Based on this and other information, these brokers formulate opinions on the company's performance and prepare reports containing their opinions about the company's current and future status, including their ongoing forecasts for financial results, earnings and dividends. These reports are made available by the brokers to their predominantly institutional clients.

The following key analysts monitor the Charter Hall Retail REIT:

Frequently Asked Questions

Provides you with general questions and answers about your investment.